With over 50 industry speakers and over 100 exhibitors, Money Marketing Live will once again give financial intermediaries the opportunity to discuss some of the key challenges they face.In addition to six product-specific arenas, this year’s event includes access to the leading intermediary technology show Advisertech and to two Mortgage Strategy Live arenas. With the business needs of advisers in mind, the conference will enable you to understand the threats and opportunities of regulation. Money Marketing Live will contain several streams of seminars covering the latest developments in the fund, investment, pension, technology, cross-border, mortgage and protection markets, creating the biggest-ever interactive event for financial service professionals. The show has brought together the industry’s leading minds to speak on and debate the issues that really affect financial services. Chris Cummings, director general of Aifa will present the keynote session in the main arena and will be followed by Simon Douglas, managing director (marketing) of Standard Life, Keith Popplewell, managing director of Professional Briefing, Justin Urquhart-Stewart, director and co-Founder, Seven Investment Management, Patrick Gale, chief executive of Sesame amongst others. The Financial Ombudsman Service will be holding a surgery at the event for delegates to ask questions or discuss any issues they may have and marketing expert Philip Calvert will be running a business development and marketing workshop. The exhibition will feature over 100 leading product and service companies and visitors will be able to discuss business with providers in the relaxed hospitality areas. Not to be missed are the looped interviews that will be shown in the Money Marketing Zone, including Gary Withers, chief executive of Norwich Union Life speaking exclusively to Money Marketing Live. Along with full hospitality, available throughout the day, you will also be able to visit the Prudential Cyber Caf矷here you can check your emails and keep in touch with your office. You could also have the chance to win a classic MG sports car* sponsored by First Active. A prize draw will take place at 1.30pm and the keys will be handed to one lucky delegate. Money Marketing Live is sponsored by Tenet and will take place on Tuesday, September 27 at the G-Mex in Manchester between 8.45am-4.45pm. Entry is free but you need to register, see below: Call our 24-hour registration line on 020 7970 4577Website: Register online via our website: www.moneymarketinglive. co.uk*Terms and conditions apply. See website for details. Session 110am-10.45amStability, Certainty and the Cost of Regulation – The Story So Far Chris Cummings of Aifa will outline three themes which he thinks should govern Aifa’s representation of IFAs. The first theme is stability – trying to put the brakes on new initiatives coming out of the FSA. The second is certainty – trying to establish a position where IFAs feel confident again to do business without the fear of misselling claims or Financial Ombudsman Scheme decisions. Third is lower costs of regulation. Chris will stress the importance of Aifa engaging fully with the EU to try and exert influence over new rules emerging from Brussels and how he has been carrying forward this agenda in his first few months. Chris Cummings, director general, Association of Independent Financial Advisers Session 211am-12 noonMaximising Your Pension Planning Opportunities The very latest advice on how pension advisers can proactively benefit themselves and their clients by understanding the implications of imminent changes in the pensions world. Keith Popplewell, managing director, Professional Briefing Session 312:15pm-1pmPanel debate: Depolarisation and the Future of the Intermediary How do you remodel your business for the next five years? Where do the opportunities lie to grow your practice and what are the limitations with current business models? The panel will discuss the key industry issues, and how advisers can build a profitable and successful business in the current regulatory climate. Patrick Gale, chief executive officer, SesameSimon Hudson, chief executive, TenetStephen Ingledew, commercial director, Barclays Financial PlanningJohn Baxter, managing director, True Financial PlanningKen Davy, chairman, Simply Biz Session 4 2pm-3pmPanel debate: Meeting the Challenges of Pension Simplification The panel of experts will discuss pension simplification and the possible implications on your business. The debate will focus on role of the new pension regulator and what it means for IFAs, the impact of the new tax regime and pension planning after A-Day. Panellists will also discuss how you should advise clients during the changeover. They will discuss new retirement investment strategies in the new regime and the future shape of pension product marketing and design. Steve Bee, head of pensions strategy, Scottish LifeStewart Ritchie, director (pensions development), Scottish EquitableGraham Duckett, pensions specialist and IFA partner, Millfield PartnershipTom McPhail, head of pension research, Hargreaves LansdownNeil Marsh, managing director, Hornbuckle Mitchell Session 59.30am-10.30amPractitioner to Professional – Moving a Practice from Product to Service As the impact of depolarisation gathers pace, an examination of the positioning of IFAs and financial planners with other groups will inevitably arise. This session will look at the ways professional independent financial advisers will differentiate themselves in a competitive market which contains solicitors, accountants, banks, stockbrokers and large multi-tied distributors. Nick Cann, chief executive, Institute of Financial PlanningJustin Urquhart-Stewart, co-founder, Seven Investment ManagementRory Curran, executive chairman, 1st Session 610.45am-11.30amPanel Debate: The Future of Products, Distribution and Advice The panel will discuss the key issues facing the financial services industry at the moment. They will explore the trends affecting product development; where distribution is heading and the future of advice. There will also be an opportunity for the audience to ask their questions. Simon Douglas, managing director – marketing, Standard LifeGraham Harvey, marketing director, Friends ProvidentChris Traynor, intermediary sales director, PrudentialChaired by Tim Potter, publishing director, Money MarketingSession 711.45am-1pmInvestment Question Time This is your opportunity to question and probe leading figures from the fund management industry on their current investment views. The difficulties that confront both you and your clients when constructing appropriate investment portfolios are ever changing: l What is the outlook for global equity markets? l What will be the next move for interest rates? l What is a suitable portfolio balance between equities, bonds and cash in current market conditions? This is the session where you set the agenda and ask the questions that matter to you and your business. Harry Morgan, director, Newton Investment ManagementBrian Tora, director, GerrardAndrew Watkins, distribution director, specialist funds, Invesco Asset ManagementJustin Urquhart-Stewart, director and co-founder, Seven Investment ManagementChaired by David Harris, chief executive, InvaTrust Consultancy Session 82.15pm-3.15pmInheritance Tax Planning, Trustee Investment and Tax-effective Investing for Children In this session, Tony Wickenden will focus on inheritance tax planning using the private residence and the strong role of protection – trustee investment and how to carry out a trust audit with your professional connections and tax-effective investing for children. In each of these areas, he will concentrate on what is possible in practice, latest Inland Revenue views and the role of financial services products in delivering high value solutions for your clients. Tony Wickenden, director, Technical Connection Session 110am-10.30amOpportunities for Growing Protection Business from the Core Mortgage Protection SaleIf your client loses their income, it is not just a mortgage that they will still have to pay. Roger Edwards from Bright Grey will identify how you can help your clients to protect their house and make sure their family has sufficient funds to continue to live in it. Roger Edwards, director of products, Bright GreySession 211am-11.45amPanel Debate: The Future of Mortgages Chris Cummings, director general, Association of Mortgage IntermediariesMark Harris, managing director, Savills Private FinanceDavid Bitner, head of retail mortgages, Bradford & BingleyRichard Fox, chief executive, Society of Mortgage ProfessionalsChaired by Robert Thickett, senior reporter, Mortgage Strategy Session 312noon- 12.30pmMarketing in a Regulated Market – Financial Promotions ExplainedAn informative and thought-provoking session in which you can gain an understanding of the FSA’s financial promotion rules and see examples of how these have been applied since M-Day. Paper-based and electronic communications will be covered. Mortgages plc is well placed to speak on this topic, having published a highly popular guide for intermediaries this year. Complimentary copies will be available at this session. Julian Wells, head of marketing, Mortgages plcSession 41.45pm-2.30pmEquity-release Question Time The panel of industry experts will identify ways of getting into the equity-release market – what is the opportunity – and home-reversion plans – high risk or better than lifetime mortgage? The debate will also cover the future of the market, the education and protection of the consumer and upholding the industry in the eyes of the client. Nigel Spencer, head of marketing for personal finance, Norwich UnionGwyn Airdrie, business development manager, GE LifePeter Couch, managing director, Bridgewater Equity ReleaseChaired by Jon King, chairman, Ship Speakers include John Makin, technical manager, Axa; Matt Ward, head of pensions, Defaqto; Richard Mattison, business development director, The Property Platform.com; Neil Marsh, managing director, Hornbuckle Mitchell and Mike Morrison, pensions strategy manager, Winterthur Life. Speakers include Philip Townsend, group risk manager, Friends Provident; Chris Marshall, legal services manager, Legal & General; Paul Holland, managing director, Webline; Jan Holt, head of sales (equity release), Prudential; Steve Payne, director of individual protection, Bupa Health Assurance; Graham Smith, group product manager, Legal & General and Paul Hudson, chief executive, Cirencester Friendly Society. Speakers include John Cotter, sales director, Barclays Stockbrokers; Dave Brown, investment development manager, Winterthur Life; Severine Blond, analyst, structured products, Axa Investment Managers and Nick Blake, national sales manager, Standard Life. Speakers include Neil Ramsay, national sales manager, The One Account; Richard Walker, national sales manager, First Active; Simon Wade, head of group marketing, The Finance Centre; John Harrison, training consultant, Institute of Financial Services and Philip Weeks, head of recruitment, Positive Solutions Speakers include Phil Calvert, Pioneer Friendly Society; Ben Nicholson, professional services ACcount manager, Moneycorp; Irvine Baxter, head of international sales and Development, Axa Isle of Man; David Ferguson, director, The Abacus; David Reynolds, tax manager, KPMG in Isle of Man; Richard Leeson, investment relationship manager, Prudential and Alan Morgan-Moodie, chairman, Association of International Life Offices. Speakers include Frank Parsons, head of individual sales, Winterthur Life; Eddie George, IT director, Lighthouse Group; Paul Yates, propositions director, The Exchange; Billy Burnside, sales and e-commerce Manager,Standard Life; Nigel Hopwood, managing director, Assureweb and Ian McKenna, director, Financial Technology Research CentreFor full details and timings please visit the website at www.moneymarketinglive. co.uk
In this series of articles, I am looking at the main asset classes with regard to their recent, present and short-term future investment returns and volatility. I am also highlighting the use of the various asset classes in different client portfolios.
England’s success in the Ashes has captured the imagination of countless people who hitherto thought that cricket was boring. What we saw was two great sides showing tremendous professionalism and team spirit as they strove for one of the greatest prizes in their sport.
SimplyBiz has reached a pre-tax profit of 950,000 for the first six months of 2005, in less than three years. The support services provider says it is saving member firms over 10m in charges.SimplyBiz chairman Ken Davy says: To be able to announce that we have achieved a significant level of profitability during the first […]
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The Pension Policy Institute (PPI)’s recent report “Value for money in DC pensions” tries to identify factors by which people can assess whether their pension offers fair value for money (VFM). Fiona Tait provides an overview of the findings. Positive Outcomes It is extremely hard to assess VFM in a pension. Press activity naturally focuses […]
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